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ZEGA Investments’s Microsoft MSFT Stock Holding History

ZEGA Investments’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2M Buy
38,149
+3,936
+12% +$1.59M 1.46% 14
2026
Q1 		$12.7M Sell
34,213
-2,966
-8% -$1.24M 1.42% 13
2025
Q4 		$18M Buy
37,179
+3,103
+9% +$1.55M 2.12% 10
2025
Q3 		$17.6M Buy
34,076
+3,106
+10% +$1.58M 2.36% 9
2025
Q2 		$15.4M Buy
30,970
+2,872
+10% +$1.25M 2.1% 9
2025
Q1 		$10.5M Sell
28,098
-4,438
-14% -$1.81M 1.61% 12
2024
Q4 		$14.4M Buy
+32,536
New +$13.9M 3.63% 8

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ZEGA Investments's MSFT Position: Q2 2026 in Review

ZEGA Investments increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $1.59M and bringing the position to 38,149 shares worth $14.2M. The position accounts for 1.46% of the portfolio, ranked #14.

ZEGA Investments first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $18M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • ZEGA Investments held 38,149 shares of Microsoft worth $14.2M as of Q2 2026.
  • ZEGA Investments bought 3,936 Microsoft shares in Q2 2026, an estimated $1.59M.
  • Microsoft made up 1.46% of ZEGA Investments's portfolio in Q2 2026, its #14 holding.
  • ZEGA Investments first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • ZEGA Investments's Microsoft position peaked at $18M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.